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Oct 22, 2013
10/13
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let's get to our josh lipton who's at the event. josh? >> yeah. tim cook was on the stage, he kicked off the conference and teased us and said they had some amazing products, very excited to show us. he's back on stage and just starting to talk about the ipad. we started this 3 1/2 years ago. some people didn't see the need for it. he had some fun, showed some derogatory comments and quotes about the first ipad and said they sold their 170 millionth ipad this month. this is what we're waiting for to get the updates about the ipad, features, price points. we'll bring it to you as the
let's get to our josh lipton who's at the event. josh? >> yeah. tim cook was on the stage, he kicked off the conference and teased us and said they had some amazing products, very excited to show us. he's back on stage and just starting to talk about the ipad. we started this 3 1/2 years ago. some people didn't see the need for it. he had some fun, showed some derogatory comments and quotes about the first ipad and said they sold their 170 millionth ipad this month. this is what we're...
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Oct 14, 2013
10/13
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josh is the bear. make your case. >> you have citi group here on the 47, 48 range and it's a great place to buy the stock. the stock's trading in a tight range between call it 48 up to 53. i think the main fundamental case on citi the new ceo, michael core bit. look at what he's done for shareholders and what what he's talked about doing, it's a different regime than when pandit was involved. >> right now, citi's in china building branches. if you want to play international growth in the banking sector, citiness the best way to do it. if you look at citi now, if any part of it is spun off, broken, it's high 60s. >> i would say that bull case is a combination of a stale thesis, number one, number two, you know, it's a hope that something might happen on the restructuring side. i agree, mike, that is bull, but it's not happening now. focus on what is happening. this stock three times failed at 53. that's now a daunting resistance level. until it can close above that level i don't know why you want to be
josh is the bear. make your case. >> you have citi group here on the 47, 48 range and it's a great place to buy the stock. the stock's trading in a tight range between call it 48 up to 53. i think the main fundamental case on citi the new ceo, michael core bit. look at what he's done for shareholders and what what he's talked about doing, it's a different regime than when pandit was involved. >> right now, citi's in china building branches. if you want to play international growth...
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Oct 18, 2013
10/13
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but my only point is, and josh could be 100% right. just in terms of trading 101, you have to have some discipline after a day like today, given the run we've had in the s & p over the last couple weeks. >> you're right. if it's over 1,000, a 30% gain in a short period of time. >> does share price matter? that's $53 billion in market cap. goog sl a multiple of that, a much different story, we're talking large next at this point. >> google is trading 28 times last year's earnings, it's more like an 18 or 19 times on this coming year's earnings. so this is not the dot com era, when the s & p tech was trading at 96 times earnings. these companies are trading under 30. it's really not that egregious. >> it's not a bubble territory in the sense like what we had with the dot com. but in general, you know, what i'm saying, if today, if you're not in google at all, don't go out monday morning and buy google. wait for that day to come down. you want to hold it, take offer a third, go ahead. it's just not a time to be initiating a position. >> h
but my only point is, and josh could be 100% right. just in terms of trading 101, you have to have some discipline after a day like today, given the run we've had in the s & p over the last couple weeks. >> you're right. if it's over 1,000, a 30% gain in a short period of time. >> does share price matter? that's $53 billion in market cap. goog sl a multiple of that, a much different story, we're talking large next at this point. >> google is trading 28 times last year's...
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Oct 9, 2013
10/13
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josh lipton is on the case. josh, good to see you. >> yeah, scott, leaders suddenly looking a lot like laggards. investors and traders have been selling the winners, including high-flying internet stocks, that at least some analysts predict could kick off more volatility. paul hickey of bespoke pointing out that what worked now does not. stocks up the most since q3 had been leading the way lower. the higher they go, the harder they fall, he says, and many of the high flyers are the big-name internet stocks like facebook, down some 10% from its record high, linkedin, now down about 16% from its record high, both hit in september. of course, the names have rocketed higher this year. analysts at cantor fitzgerald, tracking the index of 65 largest internet names -- facebook, linkedin, google, yelp -- and earlier it had surged 52%. in terms of levels technicians are watching, mark newton, gray wolf's chief technical analyst, says facebook, he thinks $42.60,
josh lipton is on the case. josh, good to see you. >> yeah, scott, leaders suddenly looking a lot like laggards. investors and traders have been selling the winners, including high-flying internet stocks, that at least some analysts predict could kick off more volatility. paul hickey of bespoke pointing out that what worked now does not. stocks up the most since q3 had been leading the way lower. the higher they go, the harder they fall, he says, and many of the high flyers are the...
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Oct 11, 2013
10/13
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seeing that the markets levitate in today's session, josh. >> take it backward. name one significant d.c. event before which it made sense to have a radical shift to asset allocation, every time you play the game you probably lost. so i think what the plarkt is telling you here they view this as the, quote, unquote, last tackle to break. and typically if you want to look at what the stats say, a year that gets off to the start this one did, you'd rather be long than short. trust me. and typically, october is, quote, unquote, the pivot month. where the bears really get killed historically speaking going back as many decades as you'd like to. that's the prevailing sentiment. >> i hear you. but i think if you think about 45 s & p points which take us 1.5% from the highs of where we were before there was a government shutdown isn't it a little risk -- i think you're right. people want to be long this market. but i also think if you look at it from a short term perspective. right now, 45 s & p points later, with no deal on the table, obama care back in the conversatio
seeing that the markets levitate in today's session, josh. >> take it backward. name one significant d.c. event before which it made sense to have a radical shift to asset allocation, every time you play the game you probably lost. so i think what the plarkt is telling you here they view this as the, quote, unquote, last tackle to break. and typically if you want to look at what the stats say, a year that gets off to the start this one did, you'd rather be long than short. trust me. and...
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Oct 22, 2013
10/13
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let's get to our josh lipton who's at the event. josh? >> yeah. tim cook was on the stage, he kicked off the conference and teased us and said they had some amazing products, very excited to show us. he's back on stage and just starting to talk about the ipad. we started this 3 1/2 years ago. some people didn't see the need for it. he had some fun, showed some derogatory comments and quotes about the first ipad and said they sold their 170 millionth ipad this month. this is what we're waiting for to get the updates about the ipad, features, price points. we'll bring it to you as the headlines cross. >> we will. we'll get back to you shortly. let's bring in our guest and talk about what we can expect here, lindsay, she is editor in chief with c-net reviews, hudson square's dan, has a buy rating on apple and $600 price target and dominic chu and herb greenberg. let's strap ourselves in. lindsay, get to you first of all. there's a difference between what we want and what we get. first of all, what do you want, what are we getting? >> i think everybod
let's get to our josh lipton who's at the event. josh? >> yeah. tim cook was on the stage, he kicked off the conference and teased us and said they had some amazing products, very excited to show us. he's back on stage and just starting to talk about the ipad. we started this 3 1/2 years ago. some people didn't see the need for it. he had some fun, showed some derogatory comments and quotes about the first ipad and said they sold their 170 millionth ipad this month. this is what we're...
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Oct 20, 2013
10/13
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billionaire josh harris is building a sports empire from the court to the ice. we'll find out if his latest acquisition is one for the playbooks. gulf recover and learn from what happened so we could be a better, safer energy company. i can tell you - safety is at the heart of everything we do. we've added cutting-edge technology, like a new deepwater well cap and a state-of-the-art monitoring center, where experts watch over all drilling activity twenty-four-seven. and we're sharing what we've learned, so we can all produce energy more safely. our commitment has never been stronger. >>> well, the new jersey devils were skating on thin ice before philadelphia 76ers co-owner josh harris saved the franchise from potential bankruptcy. the billionaire acquired the team, the lease to its newark areason yashgs and reportedly, all $230 million of its debt. i sat down with harris this week to find out what's driving a private equity guy used to chasing high returns to build a sports empire. >> i love sports. i love to win, and the devils is a particularly winning cultur
billionaire josh harris is building a sports empire from the court to the ice. we'll find out if his latest acquisition is one for the playbooks. gulf recover and learn from what happened so we could be a better, safer energy company. i can tell you - safety is at the heart of everything we do. we've added cutting-edge technology, like a new deepwater well cap and a state-of-the-art monitoring center, where experts watch over all drilling activity twenty-four-seven. and we're sharing what we've...
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Oct 4, 2013
10/13
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josh is the bull, and mike is the bear. josh, first. >> well, this is simple the stock is up 2,000% since 1999 and it continues to prove itself over and over again. 98% of the float is institutional and they buy every single dip, and have a look at the chart. almost no violations of the 50-day. they want to own this name any time they get a chance to buy cheaper, they do. long story short. this is a three-year growth rate expectation of 24%, and the company right now is being valued at 20 times in next year's earnings. i know it has a high price tag, but it is because they have decided not to split it. and you can buy a fast grower at not much over the market multiple that is beating and exceeding the estimates. >> i won't argue that it is not a beautiful chart and i won't say that it is anything like the 2000 valuation, because it is not, it is a real business, but josh gets to the point. it is an overloved story right now, and well understood that 24 of 27 analysts on the street have a buy on it. there is no real short in
josh is the bull, and mike is the bear. josh, first. >> well, this is simple the stock is up 2,000% since 1999 and it continues to prove itself over and over again. 98% of the float is institutional and they buy every single dip, and have a look at the chart. almost no violations of the 50-day. they want to own this name any time they get a chance to buy cheaper, they do. long story short. this is a three-year growth rate expectation of 24%, and the company right now is being valued at 20...
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Oct 25, 2013
10/13
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>> a little bit. >> we love josh brown. i hope you're laughing with us out there. after the break, we fast forward to next week big earnings reports coming your way. we have the trades today. that much more fast straight ahead. ♪ trying to make a living and doing the best i can ♪ ♪ when it's time to leavin' ♪ ♪ i hope you'll understand ♪ ♪ that i was born a rambling man ♪ ck, i'm not happy. use ups. they make returns easy. unhappy customer becomes happy customer. then, repeat customer. easy returns, i'm happy. repeat customers, i'm happy. sales go up, i'm happy. i ordered another pair. i'm happy. (both) i'm happy. i'm happy. happy. happy. happy. happy. happy happy. i love logistics. if you have the audacity to believe in straight talk, not double-talk. if you have the nerve to believe that in a puzzling financial world, clarity is king. [ man ] if you believe nothing beats a sit-down for knowing where you stand. [ male announcer ] join the nearly 7 million investors who think like you do: face time and think time make a difference. join us. [ male a
>> a little bit. >> we love josh brown. i hope you're laughing with us out there. after the break, we fast forward to next week big earnings reports coming your way. we have the trades today. that much more fast straight ahead. ♪ trying to make a living and doing the best i can ♪ ♪ when it's time to leavin' ♪ ♪ i hope you'll understand ♪ ♪ that i was born a rambling man ♪ ck, i'm not happy. use ups. they make returns easy. unhappy customer becomes happy customer....
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Oct 15, 2013
10/13
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are you guys worried about that, josh brown? you thinking about that at this point in. >> well, of course. everyone in the world is thinking about this. every global government, every corporation, everyone that's got anything to do with the capital markets is concerned about this, because of what the u.s. treasury means to global commerce. it's literally the most important thing there is, it's the counterparty to everything. that being said, scott, the market is telling you something about how they want to behave on the other side of this if and when that happens. let's hope. you're looking at new all-time record highs in the russell 2000, in the midcaps. you're looking at microcaps breaking out. i have to tell you, if you're an investor, what you should be looking at of new highs is advanced-decline, and market breadth right now is absolutely fantastic. this is a broadly participated-in rally. >> steve liesman is here with us, because, steve, what the market is also telling us, at least a good part of the market, is that it's n
are you guys worried about that, josh brown? you thinking about that at this point in. >> well, of course. everyone in the world is thinking about this. every global government, every corporation, everyone that's got anything to do with the capital markets is concerned about this, because of what the u.s. treasury means to global commerce. it's literally the most important thing there is, it's the counterparty to everything. that being said, scott, the market is telling you something...
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Oct 17, 2013
10/13
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josh is the bull dr. jay is the bear. >> i think this is is a no-brainer. here you have a stock that is flat on the year. the rest of the market has gone parabollic and these are the names that will be bought and taken higher. and a very massive gap. i think the set up here is really easy. it's a mid single digits earning multiple. >> i think the time to buy it josh, was back at the end of june end of the second quarter. here are three reasons. central banks, i think they have fallen out of love with gold. i don't hear anybody pounding the table saying we have got to take all of this gold and shove it down into a hole somewhere. that's because it's down $600 an ounce. there is a lot of costs involved there. that, i think, is a negative and an overhang going into 2014. >> there are very few high quality names that you can buy trading under 10 times earnings. they will buy this thing and take it higher. >> can i tell you, i love the way you started the street fight. >> can i just tell you i appreciate that. >> karen and i were actually having our own little c
josh is the bull dr. jay is the bear. >> i think this is is a no-brainer. here you have a stock that is flat on the year. the rest of the market has gone parabollic and these are the names that will be bought and taken higher. and a very massive gap. i think the set up here is really easy. it's a mid single digits earning multiple. >> i think the time to buy it josh, was back at the end of june end of the second quarter. here are three reasons. central banks, i think they have...
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Oct 22, 2013
10/13
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josh is not even alluding to the sentiment there. to me you have a situation here where the shorts have been annihilated. when this stock was trading $200 lower. about $300 and to josh's point the previous day close. >> i get that. >> i would agree with dan and i would say where things could get really interesting is over here. that's where the shorts were faked out. you can see they biled in. you had a nice russell off of that. >> i get the bearish engulfing candle. but at the same time didn't the options market tell us that there would be a bearish engulfing candle. >> what was really interesting here is this is a name that typically moves. but a lot on earnings kind of what dan was talking about. the options market have also given up on really getting short the name. it looks like desperation buying. weekly call buys have been 350 to 400 call strikes. that wess do nilly interesting to me. when you wanted to get short something you had to wait for a day like this. the kind of shift where you would open on a gap higher and close low
josh is not even alluding to the sentiment there. to me you have a situation here where the shorts have been annihilated. when this stock was trading $200 lower. about $300 and to josh's point the previous day close. >> i get that. >> i would agree with dan and i would say where things could get really interesting is over here. that's where the shorts were faked out. you can see they biled in. you had a nice russell off of that. >> i get the bearish engulfing candle. but at...
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Oct 28, 2013
10/13
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josh brown, big week ahead. how are you going to play it? >> so, as i've said repeatedly on the show, breadth and internals most important thing to be watching. it's very difficult to pay attention to anything else. what thmarket is telling you, s far the untrend is healthy, not seeing leadership narrow, not seeing a handful of sectors or stocks driving the action. it's broad based and sectors that have had no participation up until let's call it september are now starting to catch a bid. materials, energy. so that's what i want to focus on if i'm long the market. breadth stays healthy, no reason to look for any countermove. >> maybe as rates come down, you're still going to get some of the yield plays that look good to investors. >> yes. and the reason is, if you have log lagged the market and looking for an opportunity to get in, you're going it to buy defensive stocks because of the title of the sector. that's what you're starting to see. materials are a different story, that's from market participants, i think you go more. i don't buy th
josh brown, big week ahead. how are you going to play it? >> so, as i've said repeatedly on the show, breadth and internals most important thing to be watching. it's very difficult to pay attention to anything else. what thmarket is telling you, s far the untrend is healthy, not seeing leadership narrow, not seeing a handful of sectors or stocks driving the action. it's broad based and sectors that have had no participation up until let's call it september are now starting to catch a bid....
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Oct 11, 2013
10/13
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josh lipton reports from california on domesday preparations. josh? >> yeah. tyler, up next we'll take you inside one of these bomb shelters. it's a home away from home. for survivalists worried about a government shutdown. that's coming up next on "power lunch." >>> coming up on "street signs," the top of this hour, herb greenberg has been kind of commujly. he's got a bee in his bonnet and we'll try to get to the bottom of it. also, what's the casual dining sector been up to during all of this? we have the stocks and actionable advice for you and three outrageous headlines from this week with an outrageous panel. comedian adam and mr. must bey or maybe call him mr. funny robert into the mix as well. all those things and lot more serious stuff at 2:00 p.m. eastern on "street signs." back to you on "power lunch." >> see you at 2:00. thanks. doom day preppers have something else to worry about this time around. an economic armageddon. josh lipton talked to some of the doom sayers and who's cashing in. he's live in california for us. hey, josh. >> hey, sue. set a
josh lipton reports from california on domesday preparations. josh? >> yeah. tyler, up next we'll take you inside one of these bomb shelters. it's a home away from home. for survivalists worried about a government shutdown. that's coming up next on "power lunch." >>> coming up on "street signs," the top of this hour, herb greenberg has been kind of commujly. he's got a bee in his bonnet and we'll try to get to the bottom of it. also, what's the casual dining...
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Oct 25, 2013
10/13
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i agree with josh, he's not going to be able to stop this coming to the floor. i think the markets want yellen. i don't think anybody is going to object to that. what he might end up doing is some filibuster like on drones, maybe that's gets by and we go ahead with the vote. >> let's transition to a discussion josh and andy on the next deadlines that come up. what is your view about the likelihood that we are going to some time in january or february, repeat the exercise we just went through, maybe minus some of the discussion of obama care, because obama care seems to be taking care of itself very nicely by the way. >> right. good point. let's take it a step at a time. i think the committee is going to try to come up with a bipartisan solution. a small deal, a deal that tries to restore faith in government. on balance can they do that? i think it's very hard unless the president says i'll give up any tax increases. they're going to try. if that doesn't happen january 15th congress can shut down the government or accept the next deal on sequestration, the next c
i agree with josh, he's not going to be able to stop this coming to the floor. i think the markets want yellen. i don't think anybody is going to object to that. what he might end up doing is some filibuster like on drones, maybe that's gets by and we go ahead with the vote. >> let's transition to a discussion josh and andy on the next deadlines that come up. what is your view about the likelihood that we are going to some time in january or february, repeat the exercise we just went...
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Oct 28, 2013
10/13
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i will get back on the call and bring you headlines as i get them. >> thanks for that, josh. let's look and see how apple's component makers are reacting. all down in the afterhours session. for more on qualcomm's move, let's bring in mark on the fast line. great to have you with us. what if anything is your read through? >> the first take on the iphone numbers, i say positive on the margin for qualcomm. they beat the street forecast for revenue. and that drives royalty business. their guidance in december. >> mark, talk about the royalty revenues. they are 2/3 of where their profitability is coming from. it's 50%. in emerging it's 12%. that doesn't get me very excited here. i wouldn't be a major seller of the stock. if you look at where their royalties are coming from. >> qualcomm is a play on the whole industry. could be. >> the one thing, too, you got to look at. we factor that in. >> so mark, with apple at 5:15, qualcomm reports november 5 or 6. what's the play at qualcomm? is it a hold in earnings? stay with us. you get out ahead of earnings. what's your sense here in th
i will get back on the call and bring you headlines as i get them. >> thanks for that, josh. let's look and see how apple's component makers are reacting. all down in the afterhours session. for more on qualcomm's move, let's bring in mark on the fast line. great to have you with us. what if anything is your read through? >> the first take on the iphone numbers, i say positive on the margin for qualcomm. they beat the street forecast for revenue. and that drives royalty business....
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Oct 16, 2013
10/13
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let's check in with josh lipton. josh? >> melissa, on the ebay conference call, the company cfo was just talking to analysts. >> was the word shut down evoked? >> not yet. but i will hop back on and let you know if we hear that. >> macy's kicked it off. they were nervous. then walmart was a little hesitant. for me it's amazon. it has always been a favorite of mine. if you're going to worry about the retail sector. >> none of them would get re-elected again. every time we come close to it, the mostly stable lower is two days and we have anywhere from a three to 15% rally. i say stay long it. you buy as you gradually come in. as long as we hold a 100 day i am bullish on market. >> plus you have all the royalties on top of that from android, sam sung and so on. >> you had mentioned another name in your notes. it has been a monster we think it is the next pioneering. the reason we feel that way is we see 150% growth. the reason we feel that way is one of the companies who went public is ar. if you take their dry gas curve and
let's check in with josh lipton. josh? >> melissa, on the ebay conference call, the company cfo was just talking to analysts. >> was the word shut down evoked? >> not yet. but i will hop back on and let you know if we hear that. >> macy's kicked it off. they were nervous. then walmart was a little hesitant. for me it's amazon. it has always been a favorite of mine. if you're going to worry about the retail sector. >> none of them would get re-elected again. every...
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Oct 23, 2013
10/13
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we may rally a bit from here. >> josh brown? >> i'm curious. what do you think are the biggest drivers to the upside and the downside, so if there was a best case scenario for oil traders on the long side, what would they want to see happen here? >> i think the wti, we see too much supply over the next year. you have to think we're only importing 700,000 barrels of light sweet crude now. we're growing supply at over 1 million barrels per day. by the middle of next year, we'll be an outright supplier, and you know, many of the crudes, for example, in the permian, trading at big discounts, even wti, trading at a discount to brent. we have more refining utilization, and that's where we get our short-term rally from. >> at 80 barrels a day, where you think we may go, what do you like in that environment? >> probably apple, certainly. kidding. no, tough if oil is falling, but one thing to get into, is to think about, is refining. we think near term the oil price will rally and hold up with brent. so we're not long refining here. but on a long-term b
we may rally a bit from here. >> josh brown? >> i'm curious. what do you think are the biggest drivers to the upside and the downside, so if there was a best case scenario for oil traders on the long side, what would they want to see happen here? >> i think the wti, we see too much supply over the next year. you have to think we're only importing 700,000 barrels of light sweet crude now. we're growing supply at over 1 million barrels per day. by the middle of next year, we'll...
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Oct 21, 2013
10/13
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i can see josh shaking his head. >> i absolutely agree. >> i think that's so important. again, josh, i am not making the case that no mistakes were made. >> larry, my only point -- >> i'm not peking the case. what i am saying is how you get $13 billion, how you divide it up the way you divide it up with this phony consumer relief fan and fannie and freddie for heaven's sakes. and this thing looks so political. to go to larry mcdonald's point, it's some kind of political payback or some kind of crony capitalism in reverse. ate in some way, you know, helped. and we keep allowing settlements to occur to the disadvantage of institutional investors. >> look, i'd like to talk more than. i think that's a sensible point. and i think there has to be a set of rules, gentlemen. if we do this with investors and so forth, there's got to be a set of rules so these banks, now we know what happened in the past. but what is going to happen in the future. anyway, thank you, gentlemen. josh rosner and larry mcdonald, we appreciate it. >>> now, up next, we're going to talk to professor alan
i can see josh shaking his head. >> i absolutely agree. >> i think that's so important. again, josh, i am not making the case that no mistakes were made. >> larry, my only point -- >> i'm not peking the case. what i am saying is how you get $13 billion, how you divide it up the way you divide it up with this phony consumer relief fan and fannie and freddie for heaven's sakes. and this thing looks so political. to go to larry mcdonald's point, it's some kind of political...
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Oct 7, 2013
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josh first with the honors. >> yeah. i would say i like tech here, i would buy through ryt, equal weight tech. >> steve weiss. >> the ten-year gets 2.5 but i would buy the tbf which is short. >> joe. >> i like verizon cloud. >> tl energy. >> we'll see you tomorrow. power starts now. >> thank you very much. what is behind those three doors? we will explain. it has to do with your money. all will be revealed. everything will be revealed in two minutes time. on the big show, old boys and the new economy. twitter passes on the women when it comes to the board and top leadership spots. why can't women catch a break in silicon valley? obama care meanwhile catches a bug. the websites, they're not working like they should. i tried last week, i couldn't get in. we've got a website developer here to show us what's wrong. he's already on the case. see what he says and then the white house will respond. we've got someone from the administration to explain what in the world is going on. and another union may soon invade the south. th
josh first with the honors. >> yeah. i would say i like tech here, i would buy through ryt, equal weight tech. >> steve weiss. >> the ten-year gets 2.5 but i would buy the tbf which is short. >> joe. >> i like verizon cloud. >> tl energy. >> we'll see you tomorrow. power starts now. >> thank you very much. what is behind those three doors? we will explain. it has to do with your money. all will be revealed. everything will be revealed in two...
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Oct 28, 2013
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josh lipton with the numbers. as soon as the numbers came out, we're looking at a decline of 3%. >> looking through these numbers, let me give you the headline. it's a beat. analysts were looking for $7.96 on revenue of $36.9 billion. apple reports $8.26 on revenue of $37.5 billion. you're looking through the product segments, iphones obviously that represent 50% of total revenue. the street was looking for shipments of 32 million units. apple gives us 33.8 million. ipads, the street was looking for shipments of 14.5 million. a little light there. apple reports 14 million units. we'll keep looking through the release, maria, and get you headlines as we find them. >> doesn't look like the guidance -- well, the apple first quarter revenue $55 to $58 billion is the guidance. for the first quarter they're looking at $55 to $58 billion in revenue. and that compares to $55.7 billion expectation. first quarter revenue expectation, back with max wolf and alex gauna. max, how is that guide for you, $55 to $58 billion in re
josh lipton with the numbers. as soon as the numbers came out, we're looking at a decline of 3%. >> looking through these numbers, let me give you the headline. it's a beat. analysts were looking for $7.96 on revenue of $36.9 billion. apple reports $8.26 on revenue of $37.5 billion. you're looking through the product segments, iphones obviously that represent 50% of total revenue. the street was looking for shipments of 32 million units. apple gives us 33.8 million. ipads, the street was...
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Oct 28, 2013
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josh lipton has a look at what we'll see from that report. josh? >> yeah, bill. investors have piled into apple since hitting a low of $398. that stock is now up some 35%. can the run continue or will investors sell the news? here's what the street expects. eps of $7.96 on revenue of $36.9 billion. product segment, it's all about the iphones. they represent 50% of total revenue. looking for apple to have shipped 32 million units. one question will be the mix between the 5s and demand for the 5c. as for ipads, that's about 20% of total revenue. and i was looking for apple to move 14.5 million units. as for growth margin, that's expected to clock in at 38.6%. there had been concern apple wouldn't be able to sustain gross margins but they have kept prices higher than expected. we'll find out the answers to all those questions in just about an hour. >> thank you, josh. josh lipton. we're also looking at tomorrow's one-year anniversary of superstorm sandy. can you believe it's been one year ago? it ravaged the east coast, ruined a number of areas in downtown manhattan
josh lipton has a look at what we'll see from that report. josh? >> yeah, bill. investors have piled into apple since hitting a low of $398. that stock is now up some 35%. can the run continue or will investors sell the news? here's what the street expects. eps of $7.96 on revenue of $36.9 billion. product segment, it's all about the iphones. they represent 50% of total revenue. looking for apple to have shipped 32 million units. one question will be the mix between the 5s and demand for...
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Oct 24, 2013
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josh lipton with numbers. >> yeah, maria. microsoft reporting and beating. now on the bottom line the street was looking for 54 cents. microsoft beats, turns in eps of 62. on the top line, also a beat. the street was looking for 17.8 billion. microsoft reports 18.5 billion. you also have different new reporting segments this time. remember, of course, you have these microsoft realigning its business structure as it transitions to a devices and services company. the new segments here, devices and consumer, that includes dnc licensing, which comprises windows, d & c hardware, xbox and surface, d & c revenue in total 7.46 billion. that was better than some of the estimates i saw out there. as for commercial segments, that includes server products. revenue of 11.2 billion. also better than at least some of the analyst estimates i saw, maria. i'll work through the release and get you back with more headlines as i see them. >> all right, josh. thank you. instant reaction to the microsoft earnings. analyst dan morgan, senior vice president at sanobas trust is with
josh lipton with numbers. >> yeah, maria. microsoft reporting and beating. now on the bottom line the street was looking for 54 cents. microsoft beats, turns in eps of 62. on the top line, also a beat. the street was looking for 17.8 billion. microsoft reports 18.5 billion. you also have different new reporting segments this time. remember, of course, you have these microsoft realigning its business structure as it transitions to a devices and services company. the new segments here,...
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Oct 3, 2013
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josh brown? >> i've been pounding my table on this on the bulls side for a long time, but i think steve had the edge in the debate. he makes a good point that it's up huge, and there's probably more down side than up side. >> tell us who you think won that debate. tweet us. use either the #bull or #bear. >>> coming up next, how can twitter avoid a replay of facebook's ipo disaster? that story's next. [ man ] on december 17, 1903, the wright brothers became the first in flight. [ goodall ] i think the most amazing thing is how like us these chimpanzees are. [ laughing ] [ woman ] can you hear me? and you hear your voice? oh, it's exciting! [ man ] touchdown confirmed. we're safe on mars. [ cheers and applause ] ♪ hi. [ baby fussing ] ♪ >>> welcome back. as twitter prepares for its highly anticipated ipo, the company is doing all that it can to avoid kind of fallout that facebook saw when it went public last year. kayla tausche is here with those details. yeah, guilt by association. it doesn't
josh brown? >> i've been pounding my table on this on the bulls side for a long time, but i think steve had the edge in the debate. he makes a good point that it's up huge, and there's probably more down side than up side. >> tell us who you think won that debate. tweet us. use either the #bull or #bear. >>> coming up next, how can twitter avoid a replay of facebook's ipo disaster? that story's next. [ man ] on december 17, 1903, the wright brothers became the first in...
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Oct 24, 2013
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stephanie link, josh brown, joe terrano terranova also here. i want to talk about what it's like to pull into an investment like apple. let me start about asking something that scott unearthed, and that was about his sale of netflix earlier this week. and i think we got a very interesting window into his sell discipline. he basically said it wasn't because reed hastings said something about the stock. it was because i made five times my money. is that really a key takeaway, joe, from what we can -- what we can learn by watching icahn? sell discipline? >> i think it has to be. and i also think it's important to understand that what icahn is saying is i'm taking some profit and i'm hoping the sale i made is a lousy sale because i want the stock to continue moving higher because underneath it all, i still own a significant amount of shares. you have to understand the actual investment that you own. think for a second about netflix. an incredibly rich valuation. now you get really, really strong earnings. you want to take advantage in selling into
stephanie link, josh brown, joe terrano terranova also here. i want to talk about what it's like to pull into an investment like apple. let me start about asking something that scott unearthed, and that was about his sale of netflix earlier this week. and i think we got a very interesting window into his sell discipline. he basically said it wasn't because reed hastings said something about the stock. it was because i made five times my money. is that really a key takeaway, joe, from what we...
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Oct 21, 2013
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if you listen to our very own josh brown friday you could have cashed in. take a listen to what he said. >> solar is what the information technology is now, solar is probably what happens in the energy over the next ten years. >> let's bring in j.b. on the fast line. >> that's an etf that earns the 22 most levered to solar companies in the world. it's global, china, and u.s. you get first solar in there as 6%. >> again, this is for investors. if you want to trade the names you certainly could. >> as a trade, this has been a two month trade. this just didn't happen friday it happened today. >> i'm still under water on the name. >> i just want to bring this one point out. i think it's really important. most people in america still when they think of solar stocks they think about their neighbor's roof. that is not what's happening here. and i'm talking globally. warren buffet is building the largest solar plant in the world. google is starting to run all of its plants. i think it's a decade long story. >> a couple things strike me. extraordinarily volatile. gi
if you listen to our very own josh brown friday you could have cashed in. take a listen to what he said. >> solar is what the information technology is now, solar is probably what happens in the energy over the next ten years. >> let's bring in j.b. on the fast line. >> that's an etf that earns the 22 most levered to solar companies in the world. it's global, china, and u.s. you get first solar in there as 6%. >> again, this is for investors. if you want to trade the...
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Oct 31, 2013
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josh lipton is at that event in san francisco. he's got details. josh? >> reporter: yeah, bill, here in san francisco, google unveiling this morning its new smartphone. the nexus 5. let me give you guys the specs. it's a five inch display. weighs 130 grams. it's running a qualcomm snap dragon 800 processor, means it's the most powerful nexus phone yet. improved camera. smarter phone tiler. price $349 without a contract. it's available today on google play in ten countries, available at sprint, t-mobile, amazon and best buy in the coming weeks. it is halloween, maria. i don't know if you're a fan of the kitc-kat candy bar. that's the name they're giving it. we had ice cream sandwich. jelly bean. now kitkat. the point, keep expanding its footprint. they tell us kitkat uses less memory than jelly bean. a new operating system, but it's running on entry level phones. the broader purpose here, google is saying, is to reach the next 1 billion people. guys, back to you. >> love it, josh. thank you so much. good name. >> where are we? 45 minutes left in the tradi
josh lipton is at that event in san francisco. he's got details. josh? >> reporter: yeah, bill, here in san francisco, google unveiling this morning its new smartphone. the nexus 5. let me give you guys the specs. it's a five inch display. weighs 130 grams. it's running a qualcomm snap dragon 800 processor, means it's the most powerful nexus phone yet. improved camera. smarter phone tiler. price $349 without a contract. it's available today on google play in ten countries, available at...
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Oct 4, 2013
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josh lipton joins us now live from san francisco with the details on that. hi, josh. >> hey, sue. yeah, we are in san francisco. near the federal courthouse where ross appeared in court this morning. he will be back on wednesday. he is accused of being alleged mastermind of silk road. that was his underground website where illegal drugs were bought and sold. authorities say that this was the most significant extensive criminal marketplace on the internet. here is how silk road worked. users download ad special browser and enter ad special url and take them to the site which resembles any other marketplace. user forums, from january 2011 to september 2014. drug dealers sold everything there from marijuana, ecstasy. all transactions paid with electrical currency. charged commission for every transaction. investors say they collected commissionses of more than $600 thousand bitcoins. equivalent of $80 billion. 80 million weirdly the same amount that walter white made cooking meth. law enforcement has been work thing case for a long time. made over 100 undercover purchases including c
josh lipton joins us now live from san francisco with the details on that. hi, josh. >> hey, sue. yeah, we are in san francisco. near the federal courthouse where ross appeared in court this morning. he will be back on wednesday. he is accused of being alleged mastermind of silk road. that was his underground website where illegal drugs were bought and sold. authorities say that this was the most significant extensive criminal marketplace on the internet. here is how silk road worked....
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Oct 14, 2013
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> i like discover financial. >> josh brown? >> when bonds open tomorrow they will be down. >> follow me on twitter. power starts right now. >> "halftime" is over. "power lunch" and the second half of the trading day starts right now. >>> all right. they say they're optimistic. they say they may be closer to a deal, but what if there is no deal by deadline day? what does it mean for your money, stocks, housing, fixed income assets? the answers not terribly appealing. we will examine them. remember, rise above new bipartisan meetings are set for today in about two hours at the white house. the congressional leaders and the president will get together. but are we so close to the deadline and so many americans are so angry, we didn't have to go very far to find some business leaders who were really fed up with washingtonp. we're going to hear from them. these are people who have lost money including one business owner down about a quarter of a million dollars since the shutdown. we're going to give them a chance to speak on our hou
> i like discover financial. >> josh brown? >> when bonds open tomorrow they will be down. >> follow me on twitter. power starts right now. >> "halftime" is over. "power lunch" and the second half of the trading day starts right now. >>> all right. they say they're optimistic. they say they may be closer to a deal, but what if there is no deal by deadline day? what does it mean for your money, stocks, housing, fixed income assets? the...
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Oct 31, 2013
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josh lipton, what is the news? >> reporter: yeah, mandy, here in san francisco, google just announcing its latest and greatest smartphone, the nexus 5. let me give you the specs. five-inch display, weighs 130 grams, so pretty light, running a qualcomm snapdragon processor means it's the most powerful yet. when you play around with it, it has an interesting feel, the back and sides almost feel kind of silky. it has an improved camera, a smarter phone dialer. the price, $349 without a contract. it's available today on google play in ten country accident available at sprint, t-mobile, amazon and best buy in the coming weeks. now, the phone is going to be powered by kit kat, new operating system. these versions are alphabetical and named after desserts. you had ice cream sand, jelly bean, now kit kat. the point was trying to expand android's footprint. kit kat is actually using less memory than jelly bean. it means it's a new operating system, but it can run on entry-level phones. also a new cloud storage framework, ne
josh lipton, what is the news? >> reporter: yeah, mandy, here in san francisco, google just announcing its latest and greatest smartphone, the nexus 5. let me give you the specs. five-inch display, weighs 130 grams, so pretty light, running a qualcomm snapdragon processor means it's the most powerful yet. when you play around with it, it has an interesting feel, the back and sides almost feel kind of silky. it has an improved camera, a smarter phone dialer. the price, $349 without a...
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Oct 29, 2013
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josh lipton is all over it. josh? >> there he is on a boat. >> we're here in san francisco bay. we're trying to solve a big mystery, what exactly is this huge four-story floating structure? it's generating a lot of buzz in silicon valley. some speculation it could be a floating data center designed by google. a lot more of this story in "street signs." back to you. >> thank you very much, josh. where is your life preserver? put that on. >>> the rev land al sharpton meeting with barney's ceo mark lee over allegations of racial profiling. in recent days two barney's customers and macy's customers including actor rob brown of "finding forester" say they were stopped by police after purchasing luxury items at the store. new york attorney general eric snyderman asking the retailers to provide information about their policies by this friday. here's what he wrote in a letter to macy's. quote, under state and local civil rights laws, racial discrimination in places of public accommodation including retail stores such as macy's, is prohibited. joining us is robert mccree, professor of pr
josh lipton is all over it. josh? >> there he is on a boat. >> we're here in san francisco bay. we're trying to solve a big mystery, what exactly is this huge four-story floating structure? it's generating a lot of buzz in silicon valley. some speculation it could be a floating data center designed by google. a lot more of this story in "street signs." back to you. >> thank you very much, josh. where is your life preserver? put that on. >>> the rev land al...
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Oct 24, 2013
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i'm josh lipton. the microsoft conference call started about 15 minutes ago. the cfo talking about the pc market where they saw signs of stablization. revenue is 400 million but they acknowledge that they have more to do on the commercial cloud side with offers year-over-year gross margins. would you bike microsoft? >> i guess in california they don't wear ties. >> you go to california and there are no ties to be found. >> and we talked about it the other day. you probably get a bounce. i didn't think it is going to bounce like this. that's correct. >> all right. let's switch gears here. in case you missed some of today's top moments. >> consumers were out there buying and flying. we were having a grand time until the government shut down in october. we're still looking at a very good fourth quarter. >> is this going to be a sweep? >> i don't think so. i think the cardinals are an outstanding team. we did get off to a good start. john lester pitched a brilliant game. this series is going to go very deep. >> that's the period of time during which employers were
i'm josh lipton. the microsoft conference call started about 15 minutes ago. the cfo talking about the pc market where they saw signs of stablization. revenue is 400 million but they acknowledge that they have more to do on the commercial cloud side with offers year-over-year gross margins. would you bike microsoft? >> i guess in california they don't wear ties. >> you go to california and there are no ties to be found. >> and we talked about it the other day. you probably get...
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Oct 29, 2013
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i agree with you, josh. i think these are some positives that could drive us higher. it's not just the market going on its own. it's induced by fed or by the money on corporate balance sheets or by shorts that have been forced to cover. i will take any of the above. >> yeah. right? >> i say it all the time. >> let's move on and get some afterhours action. >> the guidance coming in well below consensus. piper jaffray senior research analyst joins us on the fast line. gene, great to have you with us. would you recommend that investors use any of these pull backs as buying opportunities for the stocks? linked in has a prime valuation, too. but it's an unchallenged leader in terms of the overall social market in the recruiting market. and it's a billion and a half revenue business today. if you're looking for the opportunity tomorrow morning, i think it's buy link'd in. >> i want to follow up on yelp versus linked in or yelp versus any other social media name. when you buy based on the size of the audience, which is clearly the game we're playing, isn't it important to pi
i agree with you, josh. i think these are some positives that could drive us higher. it's not just the market going on its own. it's induced by fed or by the money on corporate balance sheets or by shorts that have been forced to cover. i will take any of the above. >> yeah. right? >> i say it all the time. >> let's move on and get some afterhours action. >> the guidance coming in well below consensus. piper jaffray senior research analyst joins us on the fast line....
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no one's really sure, so we sent our own josh lipton to san francisco to find out. josh? >> yeah, we are here in san francisco bay trying to answer a big mystery. what in the world is this huge hulking floating structure? silicon valley is buzzing with speculation. we're going to try to get to the bottom of it when "squawk on the street" returns. ♪ ♪ here we are, me and you ♪ on the road ♪ and we know that it goes on and on ♪ [ female announcer ] you're the boss of your life. in charge of making memories and keeping promises. ask your financial professional how lincoln financial can help you take charge of your future. ♪ ♪ oh, oh, all the way ♪ oh, oh ♪ oh, oh, all the way maestro of project management. baron of the build-out. you need a permit... to be this awesome. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. (aaron) purrrfect. (vo) meee-ow, business pro. meee-ow. go national. go like a pro. she loves to shop online with her
no one's really sure, so we sent our own josh lipton to san francisco to find out. josh? >> yeah, we are here in san francisco bay trying to answer a big mystery. what in the world is this huge hulking floating structure? silicon valley is buzzing with speculation. we're going to try to get to the bottom of it when "squawk on the street" returns. ♪ ♪ here we are, me and you ♪ on the road ♪ and we know that it goes on and on ♪ [ female announcer ] you're the boss of...
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Oct 22, 2013
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josh joins us live from san francisco. good evening, josh. >> reporter: here in s.f. at the apple event this morning where they did unveil the new ipad, we're waiting for information about the features and price points. the new ipad is called the ipad air, it's thinner and lighter, it running a chip that can handle more data quickly, ten hours of battery life, start at 499 and launching november 1st. the ipad mini got an upgrade today, upgraded with a high point retina display, meaning the screen is sharper. there were also reports about software today, and free was a word you heard a lot today. maverick free for users and apple really trying to build and strengthen that ecosystem. larry? >> did they succeed? a lot of expectations on this. >> reporter: absolutely. i think for apple investors they're going to see the apple has defended its hardware margins. on the software side, the idea being if they can bring in those users and engage those users in their ecosystems, on monday we get apple's earnings and results and you're going to look for what's the supply on the 5
josh joins us live from san francisco. good evening, josh. >> reporter: here in s.f. at the apple event this morning where they did unveil the new ipad, we're waiting for information about the features and price points. the new ipad is called the ipad air, it's thinner and lighter, it running a chip that can handle more data quickly, ten hours of battery life, start at 499 and launching november 1st. the ipad mini got an upgrade today, upgraded with a high point retina display, meaning...
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Oct 16, 2013
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earnings from ebay, josh lipton with that. how did the auction house do last quarter, josh? >> ebay just reporting. let me get you those numbers. the street was looking for eps of 63 cents on revenue of $3.9 billion. ebay reports 64 cents on 3.89 billion. about in line. we get more insight into ebay's two big business marketplaces including ebay.com, reports 12% higher revenue to $2 billion, inline with what the street was looking for paypal reports 19% higher rove new. about what the street was looking for. as for the outlook, q4 analysts wanted to see epa of 3% on revenue of $4.6 billion but ebay says they're looking for eps of 79 to 81 cents. a bit light on revenue of 4.5 to $4.6 billion. we'll keep looking through the release and get back to you with more insight. >> thank you. joining me to break down ebay earning, dan morgan. we talked about ibm a moment ago. what's your take on the ebay quarter? >> well, looks a little better in terms of when you break out the two key segments, marketplace and payments. those were pretty much in line. that's better than we saw from ha
earnings from ebay, josh lipton with that. how did the auction house do last quarter, josh? >> ebay just reporting. let me get you those numbers. the street was looking for eps of 63 cents on revenue of $3.9 billion. ebay reports 64 cents on 3.89 billion. about in line. we get more insight into ebay's two big business marketplaces including ebay.com, reports 12% higher revenue to $2 billion, inline with what the street was looking for paypal reports 19% higher rove new. about what the...
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Oct 22, 2013
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back to you. >> thank you so much, josh. apple still dominates the tablet arena, of course, but not as much as it used to. for the first time, holding less than 50% of the tablet market share, so will she's products turn the tide around? >> let's talk about it. glenn is from "consumer reports" ben paar from dominant fund. what did you hear, any surprises, anything excite you? >> a couple things. the first one is that it's mostly an upgrade to the ipad but i thought it was brilliant by them to make it thinner and even just changing the name, i think, will get a lot of sales pushing in the right direction. the other thing, all the suites and apps are free, especially ios for mac will be free over the next couple things. i think that's a big shot to microsoft. >> what was your reaction to the event, were you impressed? >> overall i was impressed but with that i have to say, didn't expect any major, like, ground breaking changes. and i thought they made great upgrasd but ground breaking changes are hard to make for apple right n
back to you. >> thank you so much, josh. apple still dominates the tablet arena, of course, but not as much as it used to. for the first time, holding less than 50% of the tablet market share, so will she's products turn the tide around? >> let's talk about it. glenn is from "consumer reports" ben paar from dominant fund. what did you hear, any surprises, anything excite you? >> a couple things. the first one is that it's mostly an upgrade to the ipad but i thought...
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Oct 12, 2013
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how about josh in louisiana. josh. >> caller: boo-yah, jim. >> what's up? >> caller: hey, i was just wondering how you use the futures market to judge how the market will do throughout the day. >> i hate it. i won't use it. i think people who use it are lazy. they are simply looking at how europe or asia was and making a determination. forget about it. we trade stocks, not futures. that's quite simple. look, you've gotten more tools for your survival now. we don't own too many stocks, right? we know we should limit the number of speculative stocks because they tend to trade together. we know that diversification is key and we know to focus on high yielders particularly in times of trouble to reduce your risk. stay with cramer. >>> 1,000 points in just a few minutes. >> machines gone wild. >> was there a glitch? >> hedge fund insider trading. >> have there been more doubts about this market? >> nasdaq trading has been halted. >> feel like the odds are stacked against you? some people feel like the game is not worth the play. but i know that together we can w
how about josh in louisiana. josh. >> caller: boo-yah, jim. >> what's up? >> caller: hey, i was just wondering how you use the futures market to judge how the market will do throughout the day. >> i hate it. i won't use it. i think people who use it are lazy. they are simply looking at how europe or asia was and making a determination. forget about it. we trade stocks, not futures. that's quite simple. look, you've gotten more tools for your survival now. we don't own...
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thanks, josh. >>> "halftime" is over. "power lunch" and the second half of the trading day start right now. >> bubble, or is it buble? the "b" word is becoming more and more part of the talk. today what you need to watch for when someone says bubble. the deficit now at a five-year low. is it possible that things aren't so terrible after all, that the fiscal state of the country isn't as bad as some people say it is? so what's it mean for the economy and for stocks, we're going to give you the answers in three minutes. >>> and we have the first and only video of the first bombing run of that new f-35 fighter jet. the planes are designed to replace the f-16s as the backbone of american air power. stew is out today. we're joined by kayla tausche. kayla? >> thanks, tyler. we start with a story that impacts anyone who flies. that phrase "please turn off your electronic devices" we hear every single time before takeoff, that may soon be a thing of the past. soon. not quite yet. shares of goinggo up big. they don't give you wi-f
thanks, josh. >>> "halftime" is over. "power lunch" and the second half of the trading day start right now. >> bubble, or is it buble? the "b" word is becoming more and more part of the talk. today what you need to watch for when someone says bubble. the deficit now at a five-year low. is it possible that things aren't so terrible after all, that the fiscal state of the country isn't as bad as some people say it is? so what's it mean for the economy...
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is this a secret google project, josh? >> caller: listen, sully, we are here on the san francisco bay. what we're trying to do is solve a big mystery. trying to decide what exactly is this massive four-story floating structure behind me. now, there is speculation that what you're looking at is a floating data center designed by google. we did reach out to google for answers. they gave us a no comment. i checked in with data center experts so ask, why would you want a floating data center? what would be the benefits? she said, it would be mobile. you could use water to cool it. some data centers already use that technology. it might have applications if you had a natural disaster in which you would want a fully-functioning, self-contained data center. if all of this sounds a little wild. just a few years ago back google filed a patent for a water data center with seawater cooling cylinders. reportedly there was a yacht that looked like the same one owned by larry page docked at this pier. back to you. >> we love a good myst
is this a secret google project, josh? >> caller: listen, sully, we are here on the san francisco bay. what we're trying to do is solve a big mystery. trying to decide what exactly is this massive four-story floating structure behind me. now, there is speculation that what you're looking at is a floating data center designed by google. we did reach out to google for answers. they gave us a no comment. i checked in with data center experts so ask, why would you want a floating data center?...
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Oct 3, 2013
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eamon and josh are both here on the hill. sh jo, what do you make of this? the president says eat reach out to any ceo in america about why this is important, but the timing did, as eamon suggested in his interview, seem a little awkward. >> well, it's probably less awkward than having to deal with a recession caused by the default. so the degrees of awkwardness, this is way less awkward than that. and it's important to remember that their interests are emerging at this moment on getting the government reopened and ensuring that we continue to pay our bills. >> it was interesting, eamon, that all of the ceos that appeared on our air took great pains to say that these were not political discussions. these were discussions about the process and how they could help move the process along. was that your read as well? >> yeah, absolutely, sue. they don't want to be seen as being drawn into any particular partisan ideology here. they want to be seen as sort of high-minded wall street types who are coming down here to washington to tell these guys to straighten the
eamon and josh are both here on the hill. sh jo, what do you make of this? the president says eat reach out to any ceo in america about why this is important, but the timing did, as eamon suggested in his interview, seem a little awkward. >> well, it's probably less awkward than having to deal with a recession caused by the default. so the degrees of awkwardness, this is way less awkward than that. and it's important to remember that their interests are emerging at this moment on getting...
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Oct 2, 2013
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. >>> when we come back, we'll talk to josh rosner. we'll talk to the best selling lamborghini in america and give you a look at this gold lamborghini. ♪ nice car. sure is. make a deal with me, kid, and you can have the car and everything that goes along with it. [ thunder crashes, tires squeal ] ♪ ♪ so, what do you say? thanks... but i think i got this. ♪ [ male announcer ] the all-new cla. starting at $29,900. [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade. >>> welcome back >>> welcome back to "squawk box" let's look at stocks in today's trading months. fourth quarter losses of four cents wider than analysts predicted. separately t
. >>> when we come back, we'll talk to josh rosner. we'll talk to the best selling lamborghini in america and give you a look at this gold lamborghini. ♪ nice car. sure is. make a deal with me, kid, and you can have the car and everything that goes along with it. [ thunder crashes, tires squeal ] ♪ ♪ so, what do you say? thanks... but i think i got this. ♪ [ male announcer ] the all-new cla. starting at $29,900. [ bell ringing, applause ] five tech stocks with more than a...
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Oct 16, 2013
10/13
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josh lipton, cnbc, silicone valley. >>>s it was a bit of good and bad news from intel. cnbc's jon fortt has been breaking down the chipmaker's numbers. >> intel reported results last night that came in slightly better than analysts expected, at least for q3. revenue came in at $13.48 billion and earnings per share at 58 cents, slightly better than the 55 cents that the street was looking for. but the guidance in a few other items, those post a little bit of a problem. wall street wanted revenue for q4 just a hair under $14 billion and intel guided to 13.7 billion plus or minus a half a billion dollars. and the stock was down about 2% after hours by the time dorchbs call ended. now, four q3, a few bright spots. pcs came in better than expected at $8.38 billion. data center group, a hair short of the $3 billion specation. but growth margins overall in at 62.4%, better than the 611% expected. intel said that pcs overall appeared to be bottoming out as far as the market was concerned. they had some defect density issues with their process which caused them to push out the l
josh lipton, cnbc, silicone valley. >>>s it was a bit of good and bad news from intel. cnbc's jon fortt has been breaking down the chipmaker's numbers. >> intel reported results last night that came in slightly better than analysts expected, at least for q3. revenue came in at $13.48 billion and earnings per share at 58 cents, slightly better than the 55 cents that the street was looking for. but the guidance in a few other items, those post a little bit of a problem. wall street...
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Oct 1, 2013
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josh lipton joins us were san jose with the details. josh. >> kelly, two big-name investors weighing in on apple this morning. start with carl icahn, the billionaire investor on twitter saying he had, a quote, cordial dinner with ceo tim cook last night and pushed hard for a $150 billion buyback, saying they'll continue their dialogue in three weeks. icahn saying in april apple announced a massive stock buyback program, $60 million. by june, apple bought $16 billion worth of its stock. he wasn't the only one talking about twitter this morning. we also had bill miller on cnbc's "squawk box," talking up apple. take a listen to what he had to say about apple. >> it's the biggest no-brainer in the history of the earth, right? i think that's what apple is right now. it's like it just makes no sense for apple to trade where it is, seven times enterprise value to free cash flow. 14%, free cash flow yield in enterprise value. 10% simple free cash flow yield. if apple was a junk bond, it would trade 40% higher. >> apple in the green right now. d
josh lipton joins us were san jose with the details. josh. >> kelly, two big-name investors weighing in on apple this morning. start with carl icahn, the billionaire investor on twitter saying he had, a quote, cordial dinner with ceo tim cook last night and pushed hard for a $150 billion buyback, saying they'll continue their dialogue in three weeks. icahn saying in april apple announced a massive stock buyback program, $60 million. by june, apple bought $16 billion worth of its stock. he...
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Oct 25, 2013
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josh lipton joins us live from san jose with more. a big move, josh. >> yeah, absolutely, kelly. microsoft reports, beats, and pleases, reporting 62 cents per share on revenue of $18.5 billion. some analysts had thought mr. softy would swing and miss. instead, commercial revenue jumped 11% to 11.2 billion. double-digit revenue growth for the productivity offerings. cloud revenue doubled. cfo amy hood saying it was a great start to the fiscal year. also said that for the second quarter, the enterprise business looks strong and they're set up for a fantastic holiday season. on the consumer side, microsoft said revenue from products and services -- which includes the surface tablet and xbox -- rose 4%. microsoft said surface revenue grew to 400 million. the division's revenue rose, even though revenue from pc-makers, who license windows, dropped 7%. but it was better than forecasts. investors clearly hoping that maybe we are now seeing stabilization here. of course, microsoft still does face a real challenge. how do you build a sustainable revenue model when you are no longer the do
josh lipton joins us live from san jose with more. a big move, josh. >> yeah, absolutely, kelly. microsoft reports, beats, and pleases, reporting 62 cents per share on revenue of $18.5 billion. some analysts had thought mr. softy would swing and miss. instead, commercial revenue jumped 11% to 11.2 billion. double-digit revenue growth for the productivity offerings. cloud revenue doubled. cfo amy hood saying it was a great start to the fiscal year. also said that for the second quarter,...
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Oct 10, 2013
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. >> i debated josh brown on toll brothers on monday. i believe that's the right trade. having the correlation to the high-end consumer, having the correlation to those that pay cash. >> finally at a reasonable valuation, 20 times, down 19% from its high. >> i like trulia and zillow, judge. i said it earlier. can you throw move in there, too. m-o-v-e. >> stocks are soaring. optimism. short-term bonds buying it? let's find out from jackie deangelis. >> good afternoon, scott. that's exactly right. seeing a big comeback in stocks today. but what's interesting, if you look at the bond market, specifically the short-term notes, we're looking at the one-month yields. yes, they're ticking down today, but still trading at highly elevated levels. so a disconnect there. jim, you're at the cme. let me know what you think about this. are bond investors being more cautious now than stock investors are? >> yes. and to put a finer point on it, too, the bills that expire in december, the ones more six weeks away, are showing a higher yield, so the bond markets are telling us that, yes,
. >> i debated josh brown on toll brothers on monday. i believe that's the right trade. having the correlation to the high-end consumer, having the correlation to those that pay cash. >> finally at a reasonable valuation, 20 times, down 19% from its high. >> i like trulia and zillow, judge. i said it earlier. can you throw move in there, too. m-o-v-e. >> stocks are soaring. optimism. short-term bonds buying it? let's find out from jackie deangelis. >> good...
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Oct 15, 2013
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take josh lichti. >> it could be up to about, around here, maybe 120,000. so it's pretty good. >> so you're going to be making 120 grand by the time you're 22. >> yeah, yeah. it's amazing. >> but even if workers come flocking, the oil companies still have other problems. creating energy from oil sands requires so much energy that the oil companies wind up spiking greenhouse gas emissions. >> and they do it in volumes that exceed any other production of oil crude anywhere on the planet. >> elizabeth may is the director of the sierra club of canada. she takes issue not only with what the oil sands are doing to the atmosphere but to the land. the oil companies, environmentalists say, are digging up an entire province. take a helicopter ride over the mines, and you'll think you're flying over the moon after a moonquake. >> one of the reasons they can be mined the way they're mined is the "out of sight, out of mind" aspect of it. i mean, your film crew is one of the few that's gone in there to look at how devastating this is. >> even the money men have noticed.
take josh lichti. >> it could be up to about, around here, maybe 120,000. so it's pretty good. >> so you're going to be making 120 grand by the time you're 22. >> yeah, yeah. it's amazing. >> but even if workers come flocking, the oil companies still have other problems. creating energy from oil sands requires so much energy that the oil companies wind up spiking greenhouse gas emissions. >> and they do it in volumes that exceed any other production of oil crude...
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Oct 9, 2013
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. >> thank you so much, josh. let's take a look tomorrow. what could make this market go higher. pros will be with us next on how to prepare for the open. ♪ ♪ [ male announcer ] eeny, meeny, miny, go. ♪ ♪ more adventures await in the 2013 lexus lx. dare to be spontaneous. [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade. >> welcome back. 30 seconds on the clock for each of my next guests. we're here to be watching what we should be watching tomorrow. tim, you are up first. 30 seconds on the clock. what do you want to be prepared for? >> thanks. first of all, happy birthday to the bull market. the nasdaq bottomed at 1265. we are in the 36-90 level. >> hi,maria. with all of the gov
. >> thank you so much, josh. let's take a look tomorrow. what could make this market go higher. pros will be with us next on how to prepare for the open. ♪ ♪ [ male announcer ] eeny, meeny, miny, go. ♪ ♪ more adventures await in the 2013 lexus lx. dare to be spontaneous. [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume...